Free template
Management pack template
A monthly pack for leadership with the exceptions on page one, and agreed definitions so every department brings the same numbers.
What’s inside
- A definitions sheet for each measure, with its formula, source and owner
- A one-page monthly summary with exceptions at the top
- Month-on-month and against-target columns that flag big moves
- Notes on what to cut from the pack you have now
Excel workbook, works in Google Sheets
| A | B | C | D | E | F | G | H | |
|---|---|---|---|---|---|---|---|---|
| 1 | Measure | This month | Last month | Change | Target | Against target | Flag | Commentary |
| 2 | Revenue | 1,240,000 | 1,410,000 | -12% | 1,500,000 | -17% | Look at this | Two large orders moved to next month |
| 3 | Gross margin % | 31% | 30% | 3% | 30% | 3% | ||
| 4 | Debtor days | 58 | 49 | 18% | 45 | 29% | Look at this | Three distributors past terms |
| 5 | Cash at bank | 820,000 | 790,000 | 4% | 700,000 | 17% |
Your copy
Get it built for your organisation
We put your organisation’s name on it and fill the examples for your sector and size, so it’s ready to use, not just to read.